Our Staff

Meet the Eagle West Support Staff

We are fortunate to have the most competent and dedicated support staff in the financial industry. Far beyond just an operational team, they provide the pinnacle of hands-on service to all our clients. When you call our office you will always hear a warm “hello” from a real person who, after a few phone calls, is more than likely to recognize your voice before you can even say your name!

Click on the photograph to view more details about the staff

Julie

Director of
Operations

Stephen

Branch Supervision &

Portfolio Administratio

Shannon

Client Service
Specialist

Kylie

Client Service
Specialist

Daniel

Client Acquisitions

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Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.